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STRGX vs VIMSX
STRGX vs VIMSX Comparison
Open Charts STRGX vs VIMSX
Sterling Capital MdCp Relatv Val Instl
Price$56.27
Change-$0.17 (-0.30%)
VolumeN/A
Net Assets32.12M
Vanguard Mid Cap Index Investor
Price$72.98
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets175.12B
STRGX vs VIMSX Comparison Chart
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STRGX vs. VIMSX commentary
May 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is STRGX is a Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. STRGX (32.1M). VIMSX pays higher dividends than STRGX: VIMSX (1.48) vs STRGX (0.66). STRGX was incepted earlier than VIMSX: STRGX (53 years) vs VIMSX (27 years). STRGX (0.89) is less costly to investors than VIMSX (0.17). VIMSX is a more actively managed with annual turnover of: 16.00 vs. STRGX (4.89). VIMSX has a lower initial minimum investment than STRGX: VIMSX (3000) vs STRGX (1000000). VIMSX annual gain was more profitable for investors over the last year : 10.18 vs. STRGX (-10.19). VIMSX return over 5 years is better than : 78.35 vs. STRGX (12.64).
| STRGX | VIMSX | STRGX / VIMSX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 0.89 | 0.17 | 524% |
| Fund Existence | 53 years | 27 years | - |
| Gain YTD | 0.381 | 3.612 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.1M | 175B | 0% |
| Annual Yield % from dividends | 0.66 | 1.48 | 45% |
| Returns for 1 year | -10.19 | 10.18 | -100% |
| Returns for 3 years | -14.44 | 32.45 | -45% |
| Returns for 5 years | 12.64 | 78.35 | 16% |
| Returns for 10 years | 3.17 | 112.78 | 3% |
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